KIA

KCM Investment Advisors Portfolio holdings

AUM $3.11B
1-Year Est. Return 18.14%
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.26B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$5.41M
3
+$3.02M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$2.79M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$2.73M

Top Sells

1
+$11.5M
2
+$3.33M
3
+$1.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.31M

Sector Composition

1 Technology 15.89%
2 Healthcare 8.89%
3 Consumer Discretionary 8.66%
4 Consumer Staples 7.89%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$504K 0.02%
8,363
+4,832
252
$504K 0.02%
4,140
253
$502K 0.02%
2,078
+156
254
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9,352
-59
255
$494K 0.02%
443
256
$479K 0.02%
3,731
257
$471K 0.02%
1,932
+328
258
$463K 0.02%
12,707
+4,022
259
$460K 0.02%
4,240
-88
260
$452K 0.02%
7,175
-200
261
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6,801
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262
$442K 0.02%
1,707
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263
$434K 0.02%
867
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264
$433K 0.02%
1,911
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265
$426K 0.02%
3,050
266
$420K 0.02%
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267
$420K 0.02%
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268
$420K 0.02%
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269
$403K 0.02%
7,320
270
$402K 0.02%
3,965
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271
$402K 0.02%
5,867
-133
272
$402K 0.02%
+4,327
273
$401K 0.02%
3,792
+626
274
$395K 0.02%
7,378
+856
275
$393K 0.02%
5,915
9 10
11
12 13